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Add and manage tasks in Timeline view

Add and manage tasks in your Timeline view.

Feature availability and limits vary by plan and user role. Learn more

Add tasks

You can easily add new or existing tasks to a Timeline view:

  • Click anywhere on the timeline canvas to add a task.
  • You can either search for an existing task or create a new one.

The grouping, start, and due dates of a new task automatically update to match what is set for the row and date where the task is added.

For example, in a Timeline view grouped by Assignee, creating a task by clicking in Sam's row will automatically assign the new task to Sam.

Creating a task from a nested row uses the List and dates from that row.

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Update tasks

You can quickly update tasks from Timeline view:

  • Click and drag the left end of a task to adjust the start date.
  • Click and drag the right end of a task to adjust the due date.
  • Click and drag a task to schedule both the start and due dates.
  • Click and drag a task into another group to update the group by value. For example, drag a task into a different row to reassign it to someone else.

In nested Timeline views, dragging a task to a row under a different parent moves the task to that parent's List. The task keeps its assignee, so dragging it to a different second-level assignee row doesn't reassign it. If the task and the destination List have different Custom Fields, a confirmation menu displays before the change is applied.

If a task has saved Work by Day allocations, dragging or resizing it in Timeline changes its start or due dates, which can change the dates those daily allocations use. Review the task's daily effort after rescheduling.

Use the tasks sidebar

Drag and drop tasks from the sidebar on the right to set or update their due date. The tasks sidebar includes:

  • Overdue: Tasks where the due date is earlier than today.
  • Unscheduled: Tasks without a start or due date.

Personal Time Off in Timeline view

When your Timeline view is grouped by Assignee, a person's Personal Time Off displays on their row as a Vacation label across their days off.

Edit time off from Timeline view

To edit time off from Timeline view:

  1. Click an existing time off entry.
  2. Adjust the From and To dates or the type.
  3. Click Save.